Andrea Douglas

Andrea Douglas

Financial Advisor

Phone: 909-948-1608
Fax: 909-948-7483

Specializing in college planning, retirement and social security options, financial plans, and life insurance; Andrea’s main focus is on helping individuals and families build generational wealth.  “I want to help my clients create wealth, not only for themselves, but for charity and future generations. I welcome the opportunity to show them it can be done in a socially responsible way.”

In 2013, Andrea graduated from the University of Redlands where she received her Master of Business Administration in Global Business and Finance.  At the U of R, Andrea realized her passion for all things financial and helping people understand them.  While earning her MBA, Andrea’s strong sense of integrity and leadership were recognized by faculty and peers, leading to her nomination and induction into the prestigious Whitehead Leadership Society.

A native to Southern California, Andrea loves spending time outdoors with her family and dog Mojo. She enjoys activities like yoga, hiking, and watersports such as boating, swimming, stand-up paddle boarding, and surfing.